美股异动|伯恩斯坦上调WFE支出预测,半导体设备板块走强,阿斯麦涨超4%

格隆汇
Aug 11
半导体设备板块走强,Aehr Test Systems涨超9%,泰瑞达涨超5%,科磊、阿斯麦涨超4%,泛林集团、安霸、应用材料均涨超2%。 消息面上,伯恩斯坦发布研究报告,上调了对晶圆制造设备(WFE)支出的预测,理由是对当前上行周期具有持续动能的信心持续增强。该行将2026年WFE支出预测上调至1480亿美元,年增26.3%;2027年预测上调至2040亿美元,年增32.6%;2028年预测上调至2590亿美元,年增27%。该行对旗下三家美国公司均维持“跑赢大市”评级,并同步上调目标价:泛林集团目标价由365美元上调至385美元,科磊目标价由225美元上调至250美元,应用材料目标价由525美元上调至675美元。(格隆汇)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10